Compare · 2 funds side by side · dividends reinvested

VLU and VO

VLUSPDR×VOVanguard×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,925VLU · best of the two

Story of the two · IncomeMost incomeVLU · 1.59% · $159 a year on $10k

Story of the two · RiskSmallest drop

VLU and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.59%+20.3%+23.4%+22.1%+12.4%−6.3%10.9%$791M1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: VLU 2012 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 1500 Value Tilt ETF · $791M$17,925

VLU

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

VLUMeasureVO

+20.3%

More Ways to See the Pairs

VLU vs VO: Top 5 Holdings

Today

VLU

12.5%in top 5

VO

in top 55.3%

VLUStockVO

3.2%MSFTnot top 5

2.9%BRK-Bnot top 5

2.9%AMZNnot top 5

2.2%AAPLnot top 5

1.4%JPMnot top 5

Cost, Income and Risk

Fees: VLU, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VLU0.12%$12

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VLU, VO

1Y

1.59%highest, VLU

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+15.0%

+23.4%1 yearTotal return+15.0%

+22.1%3 years · per year$10,000 became $18,215 · $16,782+18.8%

+12.4%5 years · per year$10,000 became $17,925 · $13,944+6.9%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

1.59%Trailing 12-mo yield$159 · $133 a year on $10k1.33%

−6.3%Worst dropSmaller is better−8.2%

10.9%VolatilityLower is calmer13.1%

VLUVO Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1VLU wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common23.6%

End-of-day Nov 11, 2026 · share of each fund

VLU vs VO Returns, Every Period

5Y

SPDRVLU

+12.4%

5 years, per year

VOVanguard

+6.9%

5 years, per year

VLUVOFaded: behind in that period

4–0VLU wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VLU vs VO

YTD

SPDRVLU

+20.3%

VOVanguard

+15.0%

+20.3%Year to date+15.0%

−6.3%Worst drop · 1Y−8.2%

10.9%Volatility · 1Y13.1%

1.6%Yield1.3%

$791MAssets$103B

4–0VLU wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

VLU1.59%$159

VO1.33%$133

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, VLU

VLU$159 − $12 = $147

VO$133 − $3 = $130

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VLU, VO

Today

23.6%most shared, VLU and VO

VLUVO

VLU—23.6%

VO23.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.4%VLU, at 10.9% volatility

VLUWorst drop−6.3%10.9% vol

VOWorst drop−8.2%13.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VLUVO

+20.3%Year to date+15.0%

1.6%Yield1.3%

+23.4%Past year+15.0%

0.12%Fee0.03%

3–1VLU wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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VLU and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two